Financial Wellness
At DuGood, we want to help you make the most of your money. We offer debt consolidation to lower payments, budgeting tools, flexible auto payments, and lower-rate home loans. Feel confident about your finances and build a plan for the future.
Start Tracking
Understand how much money you have
coming in and how you spend it.
Managing your finances starts with knowing where your money is going so you can take steps toward making better financial decisions. Creating budgets and tracking your spending will open your eyes to what expenses are necessary and which are unnecessary. You may be surprised by what you discover. DuGood’s Money Management is a great resource that will help you take control of your finances, budget effectively, stay on track, and plan for the future.
MONEY MANAGEMENT
View all your Accounts – not just those at DuGood
Separates your spending into categories
Create and track your budget instantly
Get alerts when a payment is due, your balance is low or you've exceeded your budget.
TAke control
CONTROLLING YOUR FINANCES IS
KEY TO FINANCIAL STABILITY.
Creating a budget and tracking expenses will allow you to manage your money effectively and help determine whether you’re living within your means. Developing a stronger understanding of basic financial concepts and making little changes in your savings and spending habits can lead to significant improvements in your life. Whether you are trying to buy a home, pay off debt, save for retirement, or achieve any other milestone, we have the resources that can help secure your financial future.
Reduce Debt
REDUCING DEBT CAN POSITIVELY AFFECT
BOTH YOUR FINANCIAL AND MENTAL WELL-BEING.
At DuGood, our goal is to help members build a strong financial foundation. We have several options available to help you consolidate and reduce debt so you can lower your monthly expenses, save money, and have more financial flexibility to achieve your goals and enjoy the things that matter most.
DEBT CONSOLIDATION OPTIONS
Invest in your Future
Meet Violetta, our licensed Financial Advisor with extensive work experience, is committed to helping you navigate the complexities of the financial landscape by developing a personalized financial strategy tailored to your unique goals and aiming to achieve long-term financial success. Services on financial topics include:
- Financial and Investment Planning.
- Retirement Planning and Strategies.
- Estate & Multi-generational Planning, Wealth Transfer.
- Retirement Plan Transition Assistance: IRA Transfers, Pension, & 401(k) Rollover Services.
- Spectrum of Investment Options: Stocks, Bonds, Mutual Funds & ETFs, Active Management Solutions, Alternative Investments, Life & Long-Term Insurance, Annuities.
- Tailored College Savings Strategies: 529 Plans & Custodial Accounts.
Violetta Propps
Financial Advisor
(409) 241-2264
violetta.propps@lpl.com
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. DuGood Credit Union and DuGood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DuGood Wealth Management and may also be employees of DuGood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuGood Credit Union or DuGood Wealth Management. Securities and insurance offered through LPL, or its affiliates are:
| Not Insured by NCUA or Other Government Agency |
Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
WE’RE HERE TO HELP WITH YOUR FINANCIAL JOURNEY
Life is a journey! You grow, learn, and change over time… and your financial needs are like that too. At DuGood, we’re committed to meeting our members where they’re at. We want you to feel good about your finances, so you can look forward to the future with confidence and create a plan that works for you.